1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
cbdMD signed a Third Amendment to its Charlotte warehouse lease, which also serves as its executive offices, extending the term 62 months to November 30, 2031, for 40,000 square feet. The company says the amendment reduces annual gross rent expense by approximately $450,000 and net rent expense by approximately $100,000 to $120,000 after sublet rent, which lowers operating costs for shareholders over the extended term.
Lease extended 62 months from October 1, 2026, to November 30, 2031, covering 40,000 square feet at 2101 Westinghouse Boulevard, Charlotte
Monthly base rent reduced to $38,000 for the initial year of the renewal term; base rent abated from October 1, 2026, through November 30, 2026
Annual gross rent expense reduction of approximately $450,000; net reduction of approximately $100,000 to $120,000 after sublet rent
Nordson reported fiscal second quarter 2026 sales of $741 million, up 8% from a year earlier, with diluted EPS of $2.09 and adjusted diluted EPS of $2.86, up 18%. The company raised its full-year guidance to sales of $2,930 million to $3,010 million and adjusted EPS of $11.30 to $11.80, citing backlog up 18%. GAAP results include a $24 million non-cash pension settlement charge.
Second quarter sales of $741 million vs. $683 million a year earlier; organic sales rose 7%
Net income of $117 million, or $2.09 per diluted share, vs. $1.97 a year earlier
Adjusted EPS of $2.86 vs. $2.42, excluding a $24 million pension settlement charge and other items
Third quarter sales guidance of $760 million to $790 million and adjusted EPS of $2.95 to $3.15; webcast on May 21, 2026 at 8:30 a.m. ET
NVIDIA reported record first-quarter fiscal 2027 revenue of $81.6 billion for the quarter ended April 26, 2026, up 85% from a year ago, with GAAP diluted earnings of $2.39 per share. It guided second-quarter revenue to $91.0 billion, plus or minus 2%, and raised its quarterly dividend to $0.25 per share from $0.01 while adding $80.0 billion to its share repurchase authorization. For shareholders, the sales and profit growth stand out, though GAAP profit includes $15.9 billion of net gains from equity securities.
Revenue of $81.6 billion, up 85% from a year ago; Data Center revenue of $75.2 billion, up 92%
Diluted EPS of $2.39 GAAP and $1.87 non-GAAP, versus $0.76 and $0.78 a year earlier
Q2 fiscal 2027 revenue outlook of $91.0 billion, plus or minus 2%, with no Data Center compute revenue from China assumed
Quarterly dividend raised from $0.01 to $0.25 per share, payable June 26, 2026; additional $80.0 billion buyback approved May 18, 2026
Sotera Health Company and its subsidiaries signed Amendment No. 7 to its First Lien Credit Agreement on May 20, 2026, under which refinancing lenders will provide $1.42 billion in repriced term loans to Sotera Health Holdings, LLC. The amendment reduces the interest rate spread by 0.25% across the facility's term loans, which lowers the company's borrowing cost on that debt.
Repriced term loans total about $1.42 billion, provided by 2026 Refinancing Term Lenders under the amended credit agreement.
Interest margin is Adjusted Term SOFR plus 2.25%, with a 0.00% floor, and the spread on term loans is reduced by 0.25%.
Repriced loans amortize at 1.00% per year and mature on May 30, 2031.
A 1.00% soft call premium applies to certain repricing transactions completed within six months after the amendment's effective date.
TJX reported first-quarter fiscal 2027 results for the period ended May 2, 2026, with net sales of $14.3 billion, up 9%, and diluted earnings per share of $1.19, up from $0.92 a year earlier. The company raised its full-year fiscal 2027 outlook for comparable sales, pretax profit margin, diluted EPS, and share buybacks, though it said higher fuel costs will be unfavorable to the rest of the year compared with its previous outlook.
Q1 diluted EPS of $1.19 vs. $0.92 a year earlier; net income of $1.3 billion
Q1 consolidated comparable sales up 6% vs. 3% a year earlier; net sales of $14.3 billion, up 9%
Full-year FY27 outlook raised to diluted EPS of $5.08 to $5.15 and share buyback range to $2.75 to $3.0 billion
Q2 FY27 outlook: diluted EPS of $1.15 to $1.17; company cites a higher cost of fuel for the rest of the year
Progressive reported April 2026 results in a news release furnished under Item 7.01. Net income rose 10% to $1,087 million and earned premiums rose 7% to $7,112 million, but the combined ratio worsened to 90.2 from 84.9, which the company attributed in part to hail and thunderstorm losses. Shareholders get higher April profit and per-share earnings, offset by weaker underwriting margin.
Net income $1,087 million vs. $986 million in April 2025, up 10%
Diluted earnings per share $1.86 vs. $1.68 a year earlier, up 11%
Net premiums written $7,278 million, up 6%; net premiums earned $7,112 million, up 7%
Combined ratio 90.2 vs. 84.9 a year earlier, up 5.3 points; net catastrophe loss ratio 7.0 from hail and thunderstorms
Target reported first-quarter 2026 net sales of $25.4 billion, up 6.7% from a year earlier, and raised its 2026 net sales growth expectation to about 4%. Diluted EPS was $1.71, down 24.5% from the prior-year GAAP EPS of $2.27, which included $441 million of after-tax interchange fee settlement gains, but up 31.6% from prior-year Adjusted EPS of $1.30. For shareholders, sales and adjusted profit grew, and full-year EPS is now expected near the high end of the $7.50 to $8.50 range.
Net sales of $25.4 billion rose 6.7%; comparable sales grew 5.6%, with comparable traffic up 4.4%.
GAAP and Adjusted diluted EPS of $1.71 compared with $2.27 GAAP and $1.30 Adjusted in Q1 2025.
2026 guidance: net sales growth around 4%, two percentage points above the prior range; GAAP and Adjusted EPS near the high end of $7.50 to $8.50.
No stock repurchases in Q1; about $8.3 billion remained under the August 2021 repurchase authorization.
Caleres appointed Dan Karpel, its interim chief financial officer since January 2026, as chief financial officer effective immediately on May 20, 2026. The same release said the company expects first-quarter earnings per diluted share in the range of $0.39 to $0.41, which it describes as above its previous guidance, and it will report results on June 4.
Dan Karpel appointed CFO effective May 20, 2026; he has been interim CFO since January 21, 2026
Base salary of $550,000 with a target annual cash incentive of 65% of base salary
Q1 2026 GAAP EPS expected at $0.39 to $0.41; adjusted EPS expected at $0.35 to $0.37
Q1 sales expected at $667 million; results to be reported June 4, 2026 before market open
Analog Devices reported fiscal second quarter 2026 revenue of $3.62 billion, up 37% from a year earlier, with GAAP diluted earnings per share of $2.40 versus $1.14. The company forecast third-quarter revenue of $3.9 billion, plus or minus $100 million, and reported EPS of $2.60, plus or minus $0.15, which gives shareholders a near-term outlook alongside the quarter's results.
Q2 revenue of $3.62 billion, up 37% from $2.64 billion; operating income of $1.38 billion, up 104%
Diluted EPS of $2.40 versus $1.14; adjusted diluted EPS of $3.09 versus $1.85 (non-GAAP)
Q3 fiscal 2026 outlook: revenue of $3.9 billion (+/- $100 million) and reported EPS of $2.60 (+/- $0.15)
Board declared a quarterly dividend of $1.10 per share, payable June 16, 2026, to holders of record on June 2, 2026
Hasbro reported first quarter 2026 revenue of $1.0 billion, up 13% from a year earlier, with GAAP diluted earnings per share of $1.39 versus $0.70 and adjusted diluted EPS of $1.47 versus $1.04. The company reiterated its full-year 2026 outlook and declared a $0.70 quarterly dividend, while stating that the full cost of the late-March 2026 unauthorized network access has not yet been determined.
Net revenues were $1,000.2 million, up from $887.1 million, led by Wizards and Digital Gaming revenue growth of 26%
GAAP operating profit was $270.3 million versus $170.7 million a year earlier; adjusted operating profit was $287.0 million
2026 guidance reiterated: total revenue up 3-5% in constant currency, adjusted operating margin of 24-25%, adjusted EBITDA of $1.40 billion to $1.45 billion
Quarterly dividend of $0.70 per share declared, payable June 11, 2026, to holders of record on June 1, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Briefs marked “Written later” were written in November 2026 for filings that were by then more than three weeks old, so months before mid-October 2026 hold a selection: every material 8-K of the past year for the 100 largest companies we cover and the last 15 important 8-Ks of every other one. Briefs the number check holds back are not shown or counted. Also: the last 45 days, briefs by company, A–Z and the live SEC filings wire.